Lauzen Payroll Setup Form - Lauzen Payroll

Lauzen Payroll

Company Payroll Setup Form

Executive Contact Information

Executive Contact Name*

First Last

Executive Contact Title

Executive Contact Email*

Executive Phone*

Executive Cell Phone

Authorized Payroll Contact

Would you like to add an authorized payroll contact person?*

Yes
No

Payroll Contact Name*

First Last

Payroll Contact Title

Payroll Contact Email*

Payroll Contact Phone*

Payroll Contact Cell Phone

Payroll Information

Federal Employer Identification Number*

This is a 9 digit number that follows the format of 12-3456789 which is issued by the IRS

Total Number of Employees*

Have you paid employees this year?*

Yes
No

Do you want to offer direct deposit to your employees?*

Would you like for us to set up any divisions and/or departments for labor cost reporting?

Yes
No

Would you like for us to track and manage your paid time off accrual policy (i.e. vacation, sick, etc.)?

Yes
No

If so, then we will need a copy of your time off accrual policy and accrual rates and balances by employee.

Do you have a company sponsored retirement plan?

Do you have any active garnishments for any of your employees?*

Yes
No
Unknown

We will need copies of any active garnishment orders

If an employee has a garnishment, you have the option of charging a garnishment handling fee of $5 per month. Would you like to auto-deduct this fee from their payroll check?*

Yes
No

Who is your workers' compensation insurance provider?

Payroll Schedule

Payroll Frequency*

Weekly
Bi-Weekly
Semi-Monthly
Monthly
Quarterly
Other

What is the PERIOD END date for your first payroll?

This is when you would cut off the hours for any hourly employees and/or the day that you would pay through for any salary employees. If unsure, just leave blank.

When will your first CHECK DATE on our service be?

Please allow 3-5 business days for setup. If you are unsure of this date, just leave it blank.

Anything else we should know about your pay periods and/or check dates?

Accounting Information

What accounting software do you use?

Would you like for us to provide a General Ledger Report and/or an interface file that can be imported back into your accounting software?

Would you like to enter your banking information now?*

Yes
No

Banking Information

Please enter the banking information for the business' payroll account. This is the account we will use for: paying employees and for the payroll debit (including direct deposits, taxes, and fees). If you wish to use more than one bank account for some reason, please specify the details in the Special Instructions sections at the bottom of this form.

Account Type*

Checking
Savings

Bank Routing Number*

This is a 9 digit number that is in the lower left position of your check

Bank Account Number*

Bank Name*

Additional Services

What else can we help you with?

Select All
Time and Attendance System
Workers Compensation Insurance (Pay-As-You-Go)
Group Health Insurance/Employee Benefits
Retirement Plans (Simple IRA or 401K)
Accounting Services

Special Instructions

Please provide any detailed special instructions you need:

Ready To Submit

Please review the information entered above for accuracy. When you are done, please click the submit button below. Upon receipt of this information, we will prepare the "New Client Set Up Forms" and we will e-mail them to the address specified below. We recommend that you use YOUR e-mail address so that you can review the forms before presenting them to the Executive Contact for signature. If you are the Executive Contact, please re-enter your e-mail address as the preparer below.

Preparer's Email Address

We will email the prepared signature pages to this email address